Advisory Partner
CBH
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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About the role
- Provide senior leadership and oversight for advisory engagements, ensuring high-quality client service and professional standards.
- Serve as a trusted advisor to clients, fostering long-term relationships and supporting their business objectives.
- Contribute to business development efforts, including identifying opportunities, supporting proposals, and expanding client relationships.
- Collaborate with leaders across Advisory, Tax, Audit, and other service lines to deliver integrated client solutions.
- Support firm initiatives related to growth, innovation, talent development, and operational excellence.
- Mentor and develop professionals, reinforcing a collaborative and high-performance culture.
- Represent the firm in internal and external forums, as appropriate.
Requirements
- Prior experience as a Partner, Managing Director, or equivalent senior leadership role in a professional services environment.
- Demonstrated ability to manage client relationships and contribute to business development.
- Strong leadership, communication, and collaboration skills.
- Experience working with middle-market clients and CFOs.
- Alignment with the firm’s values, culture, and commitment to client service.
Benefits
- Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
- Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success.
- Big firm resources and bench strength; small firm flexibility and openness to new ideas.
- Defined metrics and targets that eliminate ambiguity.
- Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
leadershipcommunicationcollaborationclient relationship managementbusiness developmentmentoringadvisory engagementprofessional standardsoperational excellencehigh-performance culture